Wealth Management

Educational Collaboration: Thinking Together About Risk and Return.

Portfolio Management

Portfolio management is about finding the best mix of securities for a client, based on asset allocation and the client's desired level of risk. Asset allocation is the process of categorizing securities and dividing them into the portfolio. For each client, Kingsley Perkins and Company, LLC uses asset allocations that incorporate alternative funds to help lower the volatility of a portfolio. We place an emphasis on diversification to lower risk. As the familiar warning goes, "don't place all your eggs in one basket."